RIA: Certified With an extensive financial background, Charlene is able to provide a total wealth management experience for all her clients. This includes estate, financial, and retirement planning as well as quality investment advice, insurance and discretionary portfolio management, with a focus on social responsible investments and tax efficiency. Charlene believes in providing the right advice and solutions that are easy to understand that brings real value to your life.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- Manitoba
- Ontario
- Saskatchewan